ECM

Elgethun Capital Management Portfolio holdings

AUM $497M
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$5.79M
2 +$2.88M
3 +$833K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$747K
5
BOC icon
Boston Omaha
BOC
+$639K

Top Sells

1 +$6.02M
2 +$4.27M
3 +$3.06M
4
CVS icon
CVS Health
CVS
+$2.22M
5
WBD icon
Warner Bros
WBD
+$2.04M

Sector Composition

1 Financials 34.73%
2 Communication Services 9.32%
3 Healthcare 7.15%
4 Consumer Discretionary 6.84%
5 Technology 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$13.6K ﹤0.01%
15,000
152
-37,542
153
-43,299
154
-274,021
155
-271,467
156
-457